ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,270 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.16 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $803,641 | +61.2% | 11,746 | +66.0% | 0.01% | +50.0% |
| Q2 2023 | $498,555 | -11.6% | 7,074 | -19.9% | 0.00% | 0.0% |
| Q1 2023 | $563,935 | -46.0% | 8,827 | -50.5% | 0.00% | -55.6% |
| Q4 2022 | $1,044,000 | +45.8% | 17,845 | +44.1% | 0.01% | +50.0% |
| Q3 2022 | $716,000 | -1.4% | 12,385 | +2.9% | 0.01% | 0.0% |
| Q2 2022 | $726,000 | -26.1% | 12,038 | -6.4% | 0.01% | -14.3% |
| Q1 2022 | $982,000 | -1.8% | 12,857 | +7.5% | 0.01% | 0.0% |
| Q4 2021 | $1,000,000 | -17.1% | 11,957 | -26.8% | 0.01% | -22.2% |
| Q3 2021 | $1,207,000 | +78.6% | 16,334 | +75.8% | 0.01% | +80.0% |
| Q2 2021 | $676,000 | +16.8% | 9,292 | +4.5% | 0.01% | 0.0% |
| Q1 2021 | $579,000 | -73.6% | 8,891 | -74.2% | 0.01% | -77.3% |
| Q4 2020 | $2,196,000 | +7.8% | 34,409 | +290.4% | 0.02% | -4.3% |
| Q3 2020 | $2,037,000 | -4.1% | 8,814 | -13.8% | 0.02% | -11.5% |
| Q2 2020 | $2,123,000 | +22.5% | 10,230 | -2.5% | 0.03% | +4.0% |
| Q1 2020 | $1,733,000 | -15.2% | 10,497 | -0.5% | 0.02% | +13.6% |
| Q4 2019 | $2,043,000 | +6.7% | 10,551 | -1.3% | 0.02% | -4.3% |
| Q3 2019 | $1,915,000 | -8.1% | 10,686 | -8.1% | 0.02% | -8.0% |
| Q2 2019 | $2,084,000 | +3.7% | 11,628 | -0.3% | 0.02% | 0.0% |
| Q1 2019 | $2,010,000 | +3.4% | 11,662 | -9.6% | 0.02% | -7.4% |
| Q4 2018 | $1,943,000 | -12.8% | 12,897 | +2.6% | 0.03% | +3.8% |
| Q3 2018 | $2,228,000 | +23.2% | 12,574 | +13.0% | 0.03% | +18.2% |
| Q2 2018 | $1,809,000 | -99.9% | 11,127 | -10.6% | 0.02% | -8.3% |
| Q1 2018 | $1,929,536,000 | -2.7% | 12,443 | -4.2% | 0.02% | 0.0% |
| Q4 2017 | $1,984,024,000 | +1.8% | 12,987 | -4.5% | 0.02% | -4.0% |
| Q3 2017 | $1,949,795,000 | +0.2% | 13,595 | -4.4% | 0.02% | -3.8% |
| Q2 2017 | $1,946,144,000 | +12.4% | 14,221 | 0.0% | 0.03% | +4.0% |
| Q1 2017 | $1,731,975,000 | +99956.3% | 14,221 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $1,731,000 | -99.9% | 14,221 | -1.3% | 0.02% | -3.8% |
| Q3 2016 | $1,752,512,000 | +10.0% | 14,405 | +5.4% | 0.03% | +8.3% |
| Q2 2016 | $1,593,882,000 | -1.4% | 13,672 | -1.9% | 0.02% | -4.0% |
| Q1 2016 | $1,615,854,000 | +29.0% | 13,943 | +28.9% | 0.02% | +25.0% |
| Q4 2015 | $1,252,609,000 | +16.0% | 10,817 | +8.0% | 0.02% | +11.1% |
| Q3 2015 | $1,079,832,000 | -7.5% | 10,017 | -2.3% | 0.02% | 0.0% |
| Q2 2015 | $1,167,065,000 | -0.1% | 10,250 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $1,167,988,000 | +6.3% | 10,250 | +4.1% | 0.02% | 0.0% |
| Q4 2014 | $1,099,260,000 | +3.7% | 9,850 | -0.8% | 0.02% | -5.3% |
| Q3 2014 | $1,060,189,000 | +1.5% | 9,925 | 0.0% | 0.02% | +5.6% |
| Q2 2014 | $1,044,011,000 | +2.4% | 9,925 | -2.8% | 0.02% | 0.0% |
| Q1 2014 | $1,019,167,000 | +0.1% | 10,208 | -1.0% | 0.02% | -5.3% |
| Q4 2013 | $1,017,915,000 | +10.5% | 10,308 | 0.0% | 0.02% | 0.0% |
| Q3 2013 | $921,123,000 | +6.4% | 10,308 | +0.1% | 0.02% | 0.0% |
| Q2 2013 | $865,387,000 | – | 10,301 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |